xlsx

name	xlsx
description	Build and edit professional Excel (.xlsx) spreadsheets, workbooks, and simple financial models — live formulas, number/date/currency formats, cell styling, conditional formatting, data-validation dropdowns, named ranges, frozen panes, merged cells, multi-sheet. Use when the user asks Brigade to make, fill, update, model, or edit a spreadsheet, workbook, or .xlsx file.
metadata	{"brigade":{"emoji":"📊"}}

xlsx — professional spreadsheets & models

Need	Path
Simple table / multi-sheet dump (headers + rows, optional per-column number format)	Path 1 — make_document tool
Live formulas, cell styling, conditional formatting, dropdowns, named ranges, freeze panes, merged cells, dates	Path 2 — script the exceljs library via brigade exec-node
Surgical edits to an existing workbook	Path 3 — edit_document tool
Guarantee no formula errors / get computed values	Path 4 — recalc-verify loop (optional soffice)

The two non-negotiable rules (they separate a real model from a hack):

1. Formulas, never hardcoded results. Write the Excel formula string (=B5*(1+$B$6)), never compute the number in code and paste a literal — so the sheet stays live when inputs change. This applies to every total, percentage, ratio, and growth.
2. Numbers are numbers. Store 1200000, format for display ($#,##0) — never the string "$1.2M", or it won't sum or sort.

---

Path 1 — quick table (make_document tool)

make_document(format="xlsx", content={ sheets:[{ name, header, rows, numberFormats }] })

Cells may be string | number | {formula, numFmt}. Fine for a straight data table. For styling, validation, charts, or a model → Path 2.

Path 2 — full power: script the exceljs library

Brigade bundles exceljs. write a gen.cjs, then run brigade exec-node gen.cjs:

// gen.cjs — illustrative
const ExcelJS = require("exceljs");
const wb = new ExcelJS.Workbook();
const ws = wb.addWorksheet("Model", { views: [{ state: "frozen", ySplit: 1 }] });   // freeze header row

ws.columns = [
  { header: "Item", key: "item", width: 28 },
  { header: "FY24 ($)", key: "v", width: 16, style: { numFmt: "$#,##0" } },
];
ws.getRow(1).font = { bold: true };
ws.getRow(1).fill = { type: "pattern", pattern: "solid", fgColor: { argb: "FFD9E2F3" } };

// Assumptions block — blue font marks hardcoded INPUTS (banker convention)
ws.getCell("E1").value = "Growth"; ws.getCell("E2").value = 0.18;
ws.getCell("E2").numFmt = "0.0%"; ws.getCell("E2").font = { color: { argb: "FF0000FF" } };
wb.definedNames.add("Model!$E$2", "growth");                                        // named range

ws.addRow({ item: "Revenue", v: 1200000 });
ws.addRow({ item: "Next year", v: { formula: "B2*(1+growth)" } });                  // FORMULA, references the named input
ws.getCell("B3").font = { color: { argb: "FF000000" } };                            // black = formula

// dropdown + conditional formatting
ws.getCell("A6").dataValidation = { type: "list", allowBlank: false, formulae: ['"Low,Med,High"'] };
ws.addConditionalFormatting({ ref: "B2:B3", rules: [
  { type: "cellIs", operator: "lessThan", formulae: ["0"], style: { font: { color: { argb: "FFFF0000" } } } } ]});

wb.xlsx.writeFile(process.argv[2] || "out.xlsx").then(() => console.log("wrote"));

exceljs covers: number/date formats, font/fill/border/alignment, conditional formatting, data-validation dropdowns, named ranges, freeze panes, autofilter, merged cells, images, sheet protection, multi-sheet. Dates: pass a real new Date(...) and set a date numFmt (don't pass a string).

Path 3 — edit an existing workbook (edit_document tool)

• set_cells {sheet?, cells:[{ref|row,col, value, numFmt?}]} — surgical edits; other sheets untouched.
• append_rows {sheet?, rows} — grow a table. When editing someone's workbook, match its existing conventions exactly (column order, units, formats) — the template always wins over the defaults here.

Path 4 — recalc-verify loop (the quality guarantee)

exceljs stores formula strings but does not evaluate them — a typo (#REF!, #DIV/0!) is invisible until the file is opened. If LibreOffice is present, force a recalc and inspect; otherwise hand-check ranges and keep formulas simple.

command -v soffice >/dev/null 2>&1 && soffice --headless --convert-to pdf --outdir /tmp out.xlsx   # then read the PDF: no #REF!/#DIV/0! anywhere

Loop: build → recalc → if any error token appears, fix the formula → recalc again. Target: zero formula errors in the delivered file.

Conventions (banker-grade, optional but professional)

• Cell-color convention: blue font = hardcoded inputs, black = formulas, green = links to other sheets, red = links to external files; yellow fill = key assumptions.
• Isolate assumptions in their own cells and reference them absolutely ($B$6) or by named range; document any sourced hardcode in a cell comment ("Source: 10-K FY24 p.45").
• Number formats: currency $#,##0 with units in the header; percentages 0.0%; multiples 0.0x; negatives in parentheses; years as text.

Verify (required)

Re-open with edit_document/read or confirm the file unzips with the expected sheet names; if you used formulas, run the Path-4 recalc and confirm zero errors before declaring done.